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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,410 | $110,039-96.0% | $97,260-95.5% | $145,884-97.0% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.2pp | 80.3%-8.9pp |
| Annual return | 20.70% | 244.44%-223.7pp | 75.54%-54.8pp | 551.85%-531.2pp |
| Employer contribution / active EE | $659 | $3,074-78.6% | $2,721-75.8% | $4,662-85.9% |
| Participant deferral / active EE | $793 | $4,674-83.0% | $4,262-81.4% | $6,690-88.1% |
| Admin fee / account holder | $5 | $6,204-99.9% | $5,640-99.9% | $13,392-100.0% |